Zoho Writer is an online word processor that allows you to create and share documents online. Using the Zoho Writer Zoho Add-on in Zoho CRM, you can create templates online and use CRM data (Leads, Accounts, Contacts and Potentials) to create mail merge documents such as Forms, Letters, Address Labels, Envelopes etc. on-the-fly. You can use this function without downloading and installing any software.

Note

With the Zoho Writer Add-on, you can create the mail merge documents using the data from Leads, Accounts, Contacts and Potentials modules only.

Availability

Permission Required: Users with the Zoho Writer Add-on permission in their profile.

Benefits

Requires no installation as you can create templates online using Zoho Writer.

In the Create Templates in Zoho Writer pop-up, specify the following details:

Enter the Template Name.

Enter the Description for the template.

Select the Folder from the drop-down list. The template will be stored in the folder that you select.

Select the Module for which you want to create the template.The merge fields in the template will be based on the module that you select.

Click Create.A document will be opened in Zoho Writer.

Click MailMerge > Insert Merge Fields and select the field(s) that you want to insert.The fields will be inserted in the specified place in Writer template.

Save the Writer template document.

Part 2 - Select the List of Mail Merge Recipients

After creating the mail merge template, you need to select the records that will be used to create mail merge documents.You can merge data only from the Leads, Accounts, Contacts and Potentials modules.

To select data to merge

Click the [Module] tab.

In the Home page, select the list view to filter the records that are required.

Select the checkbox(es) of the records.

Click More Actions > Mail Merge.

In the Mail Merge popup window, do the following:

Choose the template from the drop-down list. Only the templates created for the specific record type will be listed.For example, if you select the lead records to merge, only the template is created for leads will be listed in the drop-down box.

Choose Zoho Writer or Microsoft Word to open the template.

Click Merge.The template will be opened in Zoho Writer or Microsoft Word as selected.

Note

You will be able to choose the Zoho Writer option only if you are in the Professional or Enterprise Edition and if you have the Zoho WriterAdd-on permission enabled.

You will be able to choose the Microsoft Word option only if you had purchased the Office Plug-in and activated for the corresponding user. Also, this option will not be available in any other browsers except Internet Explorer 6 and above.

Part 3 - Create Mail Merge Documents and Email them

After opening the template in Zoho Writer, you need to merge data from Zoho CRM. After merging, you can either print the merged documents or email them.

In the Zoho Writer template, click Mail Merge > Finish and Merge.The data will be merged and the documents will be available.

Click Finish and Merge > Preview merged documents to see a preview of the documents.

Click Finish and Merge > Email merged documents to send the documents as emails. Select the email merge field from the To list.Alternatively, you can also print the merged documents. You cannot save the merged documents.

Click Finish and Merge > Edit merged documents to edit the documents.

Note

You can click Show Template to view the template and edit the details, if required.